The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
10X GENOMICS INC CL A COM 88025U109 1,385 7,650 SH   SOLE   7,650 0 0
2U INC COM 90214J101 6,488 169,700 SH   SOLE   169,700 0 0
908 DEVICES INC COM 65443P102 15,937 328,600 SH   SOLE   302,400 0 26,200
ABBOTT LABS COM 002824100 761,652 6,355,577 SH   SOLE   6,074,732 0 280,845
ABIOMED INC COM 003654100 611,347 1,918,072 SH   SOLE   1,918,072 0 0
ACCURAY INC COM 004397105 7,613 1,537,900 SH   SOLE   1,537,900 0 0
ACTIVISION BLIZZARD INC COM 00507V109 561,021 6,032,485 SH   SOLE   5,775,435 0 257,050
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 8,475 210,500 SH   SOLE   210,500 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 3,666,640 7,713,233 SH   SOLE   7,413,073 0 300,160
AECOM COM 00766T100 1,407,048 21,947,404 SH   SOLE   20,684,283 0 1,263,121
AGILENT TECHNOLOGIES INC COM 00846U101 377,823 2,971,711 SH   SOLE   2,640,231 0 331,480
ALASKA AIR GROUP INC COM 011659109 353,874 5,113,047 SH   SOLE   5,113,047 0 0
ALBEMARLE CORP COM 012653101 541,945 3,709,155 SH   SOLE   3,479,855 0 229,300
ALCON AG ORD SHS H01301128 65,403 931,928 SH   SOLE   880,698 0 51,230
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 19,634 119,500 SH   SOLE   119,500 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3,427,413 15,116,716 SH   SOLE   14,471,671 0 645,045
ALKERMES PLC SHS G01767105 124,605 6,670,490 SH   SOLE   6,422,350 0 248,140
ALLEGIANT TRAVEL CO COM 01748X102 3,002 12,300 SH   SOLE   12,300 0 0
ALLOGENE THERAPEUTICS INC COM 019770106 46,081 1,305,400 SH   SOLE   1,305,400 0 0
ALPHABET INC CAP STK CL A 02079K305 2,872,797 1,392,858 SH   SOLE   1,325,581 0 67,277
ALPHABET INC CAP STK CL C 02079K107 1,928,602 932,309 SH   SOLE   884,392 0 47,917
ALTAIR ENGR INC COM CL A 021369103 60,399 965,300 SH   SOLE   965,300 0 0
ALTICE USA INC CL A 02156K103 27,221 836,800 SH   SOLE   836,800 0 0
ALTRIA GROUP INC COM 02209S103 64,033 1,251,624 SH   SOLE   1,251,624 0 0
AMAZON COM INC COM 023135106 1,238,173 400,175 SH   SOLE   396,275 0 3,900
AMBARELLA INC SHS G037AX101 29,715 296,000 SH   SOLE   296,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 1,054,985 44,141,626 SH   SOLE   43,218,146 0 923,480
AMERICAN EXPRESS CO COM 025816109 2,659 18,800 SH   SOLE   18,800 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 28,979 869,200 SH   SOLE   670,600 0 198,600
AMETEK INC COM 031100100 166,220 1,301,340 SH   SOLE   1,261,840 0 39,500
AMGEN INC COM 031162100 4,148,800 16,674,572 SH   SOLE   16,139,752 0 534,820
AMICUS THERAPEUTICS INC COM 03152W109 21,044 2,130,000 SH   SOLE   2,130,000 0 0
ANALOG DEVICES INC COM 032654105 711,730 4,589,435 SH   SOLE   4,409,540 0 179,895
ANGI INC COM CL A NEW 00183L102 1,495 115,000 SH   SOLE   115,000 0 0
APPLE INC COM 037833100 332,407 2,721,300 SH   SOLE   2,721,300 0 0
APPLIED MATLS INC COM 038222105 668,018 5,000,135 SH   SOLE   4,745,480 0 254,655
ARBUTUS BIOPHARMA CORP COM 03879J100 1,665 500,000 SH   SOLE   500,000 0 0
ARENA PHARMACEUTICALS INC COM NEW 040047607 34,979 504,090 SH   SOLE   504,090 0 0
ARISTA NETWORKS INC COM 040413106 951 3,150 SH   SOLE   1,550 0 1,600
ARLO TECHNOLOGIES INC COM 04206A101 30,643 4,879,440 SH   SOLE   4,450,930 0 428,510
ARMSTRONG WORLD INDS INC NEW COM 04247X102 1,982 22,000 SH   SOLE   22,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 552,220 894,487 SH   SOLE   845,928 0 48,559
ASTRAZENECA PLC SPONSORED ADR 046353108 2,481,686 49,913,226 SH   SOLE   47,338,616 0 2,574,610
AT HOME GROUP INC COM 04650Y100 3,217 112,100 SH   SOLE   112,100 0 0
AUTODESK INC COM 052769106 169,034 609,900 SH   SOLE   609,900 0 0
AUTOZONE INC COM 053332102 7,408 5,275 SH   SOLE   5,275 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208 95,937 2,334,800 SH   SOLE   2,334,800 0 0
AXON ENTERPRISE INC COM 05464C101 38,696 271,700 SH   SOLE   271,700 0 0
BAIDU INC SPON ADR REP A 056752108 2,052,558 9,434,879 SH   SOLE   9,104,029 0 330,850
BEIGENE LTD SPONSORED ADR 07725L102 1,353,627 3,888,839 SH   SOLE   3,843,864 0 44,975
BERKELEY LTS INC COM 084310101 1,088 21,658 SH   SOLE   21,658 0 0
BEYOND MEAT INC COM 08862E109 2,446 18,800 SH   SOLE   18,800 0 0
BIOGEN INC COM 09062X103 4,688,122 16,758,256 SH   SOLE   16,199,462 0 558,794
BIOMARIN PHARMACEUTICAL INC COM 09061G101 1,371,095 18,157,794 SH   SOLE   17,243,863 0 913,931
BIONTECH SE SPONSORED ADS 09075V102 526,483 4,821,718 SH   SOLE   4,556,548 0 265,170
BJS WHSL CLUB HLDGS INC COM 05550J101 37,953 846,040 SH   SOLE   846,040 0 0
BK OF AMERICA CORP COM 060505104 1,576,855 40,756,131 SH   SOLE   38,963,076 0 1,793,055
BLACKBERRY LTD COM 09228F103 371,315 44,046,890 SH   SOLE   43,254,440 0 792,450
BLOOM ENERGY CORP COM CL A 093712107 1,558 57,600 SH   SOLE   57,600 0 0
BOOT BARN HLDGS INC COM 099406100 4,673 75,000 SH   SOLE   75,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 1,585,127 41,012,340 SH   SOLE   40,072,913 0 939,427
BRIDGEBIO PHARMA INC COM 10806X102 21,883 355,237 SH   SOLE   355,237 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 1,214,430 19,236,965 SH   SOLE   18,226,842 0 1,010,123
BURLINGTON STORES INC COM 122017106 168,000 562,250 SH   SOLE   562,250 0 0
CABOT OIL & GAS CORP COM 127097103 92,252 4,912,250 SH   SOLE   4,530,050 0 382,200
CALAVO GROWERS INC COM 128246105 14,239 183,400 SH   SOLE   183,400 0 0
CALITHERA BIOSCIENCES INC COM 13089P101 25,008 10,333,700 SH   SOLE   10,333,700 0 0
CAMECO CORP COM 13321L108 12,237 736,700 SH   SOLE   736,700 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 190,551 3,736,300 SH   SOLE   3,515,750 0 220,550
CARMAX INC COM 143130102 1,075,147 8,104,533 SH   SOLE   7,425,933 0 678,600
CARNIVAL CORP UNIT 99/99/9999 143658300 392,273 14,780,427 SH   SOLE   14,137,404 0 643,023
CARRIER GLOBAL CORPORATION COM 14448C104 214,720 5,085,752 SH   SOLE   4,990,252 0 95,500
CATERPILLAR INC COM 149123101 853,638 3,681,535 SH   SOLE   3,585,449 0 96,086
CBOE GLOBAL MKTS INC COM 12503M108 5,448 55,200 SH   SOLE   33,400 0 21,800
CELANESE CORP DEL COM 150870103 1,640 10,950 SH   SOLE   0 0 10,950
CERENCE INC COM 156727109 64,870 724,160 SH   SOLE   622,577 0 101,583
CERNER CORP COM 156782104 1,394 19,400 SH   SOLE   19,400 0 0
CERUS CORP COM 157085101 61,225 10,187,200 SH   SOLE   10,187,200 0 0
CHARLES RIV LABS INTL INC COM 159864107 107,312 370,260 SH   SOLE   370,260 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 182,422 295,650 SH   SOLE   295,650 0 0
CHEGG INC COM 163092109 160,827 1,877,500 SH   SOLE   1,877,500 0 0
CIENA CORP COM NEW 171779309 3,178 58,085 SH   SOLE   54,400 0 3,685
CISCO SYS INC COM 17275R102 478,874 9,260,765 SH   SOLE   8,766,183 0 494,582
CITIGROUP INC COM NEW 172967424 358,683 4,930,346 SH   SOLE   4,588,990 0 341,356
CME GROUP INC COM 12572Q105 224,945 1,101,430 SH   SOLE   1,001,430 0 100,000
COLFAX CORP COM 194014106 26,926 614,600 SH   SOLE   614,600 0 0
COMCAST CORP NEW CL A 20030N101 51,010 942,707 SH   SOLE   942,707 0 0
COMSCORE INC COM 20564W105 20,086 5,487,965 SH   SOLE   5,487,965 0 0
CONSTELLATION BRANDS INC CL A 21036P108 5,860 25,700 SH   SOLE   25,700 0 0
CONTROLADORA VUELA COMP DE A SPON ADR RP 10 21240E105 1,027 72,000 SH   SOLE   72,000 0 0
CORNERSTONE BLDG BRANDS INC COM 21925D109 4,700 335,000 SH   SOLE   335,000 0 0
CORNING INC COM 219350105 511,644 11,759,225 SH   SOLE   11,405,425 0 353,800
CORTEVA INC COM 22052L104 100,498 2,155,691 SH   SOLE   2,052,151 0 103,540
CREE INC COM 225447101 279,273 2,582,750 SH   SOLE   2,400,290 0 182,460
CROWDSTRIKE HLDGS INC CL A 22788C105 46,798 256,415 SH   SOLE   256,415 0 0
CSX CORP COM 126408103 153,221 1,589,100 SH   SOLE   1,589,100 0 0
CURTISS WRIGHT CORP COM 231561101 213,409 1,799,400 SH   SOLE   1,741,400 0 58,000
CVS HEALTH CORP COM 126650100 339,077 4,507,205 SH   SOLE   4,291,615 0 215,590
CYBERARK SOFTWARE LTD SHS M2682V108 12,106 93,600 SH   SOLE   93,600 0 0
DARDEN RESTAURANTS INC COM 237194105 7,356 51,800 SH   SOLE   51,800 0 0
DEERE & CO COM 244199105 196,004 523,880 SH   SOLE   523,880 0 0
DELL TECHNOLOGIES INC CL C 24703L202 41,825 474,470 SH   SOLE   454,920 0 19,550
DELTA AIR LINES INC DEL COM NEW 247361702 1,043,547 21,614,472 SH   SOLE   20,898,962 0 715,510
DESCARTES SYS GROUP INC COM 249906108 281,969 4,629,265 SH   SOLE   4,607,865 0 21,400
DIEBOLD INC COM 253651103 3,812 269,760 SH   SOLE   269,760 0 0
DIGIMARC CORP NEW COM 25381B101 5,216 175,846 SH   SOLE   175,846 0 0
DISCOVER FINL SVCS COM 254709108 422,168 4,444,344 SH   SOLE   4,251,311 0 193,033
DISNEY WALT CO COM 254687106 682,319 3,697,807 SH   SOLE   3,650,397 0 47,410
DOCUSIGN INC COM 256163106 6,726 33,225 SH   SOLE   33,225 0 0
DOLLAR TREE INC COM 256746108 116,578 1,018,500 SH   SOLE   976,000 0 42,500
DOORDASH INC CL A 25809K105 28,400 216,580 SH   SOLE   202,000 0 14,580
DOW INC COM 260557103 160,892 2,516,297 SH   SOLE   2,390,994 0 125,303
DUPONT DE NEMOURS INC COM 26614N102 175,676 2,273,242 SH   SOLE   2,172,588 0 100,654
EBAY INC. COM 278642103 170,556 2,785,050 SH   SOLE   2,785,050 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 202,869 2,425,500 SH   SOLE   2,425,500 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 929,537 31,563,211 SH   SOLE   30,472,258 0 1,090,953
ELECTRONIC ARTS INC COM 285512109 123,637 913,325 SH   SOLE   873,350 0 39,975
ENTEGRIS INC COM 29362U104 409,517 3,662,941 SH   SOLE   3,622,260 0 40,681
ENTERCOM COMMUNICATIONS CORP CL A 293639100 4,853 924,300 SH   SOLE   924,300 0 0
EOG RES INC COM 26875P101 233,375 3,217,629 SH   SOLE   3,217,629 0 0
EPIZYME INC COM 29428V104 132,715 15,237,127 SH   SOLE   15,237,127 0 0
EPR PPTYS COM SH BEN INT 26884U109 11,549 247,889 SH   SOLE   247,889 0 0
ERICSSON ADR B SEK 10 294821608 1,488,907 112,881,472 SH   SOLE   108,684,872 0 4,196,600
EXACT SCIENCES CORP COM 30063P105 77,065 584,800 SH   SOLE   584,800 0 0
FACEBOOK INC CL A 30303M102 402,073 1,365,135 SH   SOLE   1,355,035 0 10,100
FARO TECHNOLOGIES INC COM 311642102 6,527 75,400 SH   SOLE   75,400 0 0
FEDEX CORP COM 31428X106 3,958,583 13,936,709 SH   SOLE   13,419,711 0 516,998
FIBROGEN INC COM 31572Q808 408,598 11,771,758 SH   SOLE   10,802,558 0 969,200
FIDELITY NATL INFORMATION SV COM 31620M106 90,426 643,100 SH   SOLE   643,100 0 0
FIVE BELOW INC COM 33829M101 4,426 23,200 SH   SOLE   23,200 0 0
FLEX LTD ORD Y2573F102 1,105,161 60,358,352 SH   SOLE   56,951,058 0 3,407,294
FLUIDIGM CORP DEL COM 34385P108 24,502 5,420,743 SH   SOLE   5,420,743 0 0
FORMFACTOR INC COM 346375108 150,517 3,336,659 SH   SOLE   3,336,659 0 0
FREEPORT-MCMORAN INC CL B 35671D857 116,302 3,531,800 SH   SOLE   3,487,500 0 44,300
GAN LTD ORD SHS G3728V109 19,714 1,083,200 SH   SOLE   1,083,200 0 0
GENERAL DYNAMICS CORP COM 369550108 203,984 1,123,508 SH   SOLE   1,117,778 0 5,730
GIBRALTAR INDS INC COM 374689107 34,307 374,900 SH   SOLE   374,900 0 0
GILDAN ACTIVEWEAR INC COM 375916103 3,322 108,340 SH   SOLE   108,340 0 0
GLAUKOS CORP COM 377322102 36,619 436,300 SH   SOLE   436,300 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 19,961 559,300 SH   SOLE   551,400 0 7,900
GOLDMAN SACHS GROUP INC COM 38141G104 253,016 773,750 SH   SOLE   773,750 0 0
GREIF INC CL B 397624206 1,889 33,000 SH   SOLE   33,000 0 0
GUARDANT HEALTH INC COM 40131M109 21,516 140,952 SH   SOLE   140,952 0 0
HAWAIIAN HOLDINGS INC COM 419879101 8,697 326,100 SH   SOLE   326,100 0 0
HEALTH CATALYST INC COM 42225T107 10,384 222,015 SH   SOLE   222,015 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 5,491 173,000 SH   SOLE   173,000 0 0
HESS CORP COM 42809H107 669,264 9,458,225 SH   SOLE   9,212,845 0 245,380
HEWLETT PACKARD ENTERPRISE C COM 42824C109 972,239 61,768,688 SH   SOLE   59,228,121 0 2,540,567
HILTON WORLDWIDE HLDGS INC COM 43300A203 75,631 625,465 SH   SOLE   625,465 0 0
HONEYWELL INTL INC COM 438516106 52,097 240,000 SH   SOLE   240,000 0 0
HP INC COM 40434L105 911,887 28,720,841 SH   SOLE   27,453,687 0 1,267,154
HUBSPOT INC COM 443573100 116,501 256,492 SH   SOLE   256,492 0 0
IDEX CORP COM 45167R104 92,729 443,000 SH   SOLE   379,300 0 63,700
ILLUMINA INC COM 452327109 279,397 727,483 SH   SOLE   701,050 0 26,433
IMAX CORP COM 45245E109 32,671 1,625,412 SH   SOLE   1,625,412 0 0
IMMUNOGEN INC COM 45253H101 6,854 846,127 SH   SOLE   846,127 0 0
INGEVITY CORP COM 45688C107 3,701 49,000 SH   SOLE   49,000 0 0
INSULET CORP COM 45784P101 395,523 1,515,880 SH   SOLE   1,515,880 0 0
INTEL CORP COM 458140100 2,189,355 34,208,675 SH   SOLE   32,098,384 0 2,110,291
INTUIT COM 461202103 953,261 2,488,541 SH   SOLE   2,414,691 0 73,850
IQVIA HLDGS INC COM 46266C105 117,979 610,847 SH   SOLE   606,432 0 4,415
IROBOT CORP COM 462726100 348,361 2,851,213 SH   SOLE   2,851,213 0 0
JABIL INC COM 466313103 203,414 3,899,800 SH   SOLE   3,493,700 0 406,100
JACOBS ENGR GROUP INC COM 469814107 915,684 7,083,497 SH   SOLE   6,688,012 0 395,485
JELD-WEN HLDG INC COM 47580P103 800 28,900 SH   SOLE   28,900 0 0
JETBLUE AWYS CORP COM 477143101 338,086 16,621,725 SH   SOLE   15,831,722 0 790,003
JPMORGAN CHASE & CO COM 46625H100 2,047,182 13,447,955 SH   SOLE   12,830,086 0 617,869
KEYSIGHT TECHNOLOGIES INC COM 49338L103 228,491 1,593,385 SH   SOLE   1,449,695 0 143,690
KIRBY CORP COM 497266106 27,132 450,100 SH   SOLE   450,100 0 0
KLA CORP COM NEW 482480100 2,788,315 8,439,209 SH   SOLE   8,252,609 0 186,600
L BRANDS INC COM 501797104 558,013 9,020,574 SH   SOLE   8,619,415 0 401,159
L3HARRIS TECHNOLOGIES INC COM 502431109 65,830 324,800 SH   SOLE   324,800 0 0
LAS VEGAS SANDS CORP COM 517834107 71,022 1,168,900 SH   SOLE   1,168,900 0 0
LILLY ELI & CO COM 532457108 6,609,362 35,378,235 SH   SOLE   34,143,866 0 1,234,369
LINDE PLC SHS G5494J103 83,342 297,500 SH   SOLE   297,500 0 0
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 7,648 592,900 SH   SOLE   592,900 0 0
LIVANOVA PLC SHS G5509L101 296,593 4,022,685 SH   SOLE   3,979,535 0 43,150
LIVE NATION ENTERTAINMENT IN COM 538034109 87,889 1,038,265 SH   SOLE   1,010,335 0 27,930
LOWES COS INC COM 548661107 53,631 282,000 SH   SOLE   282,000 0 0
LPL FINL HLDGS INC COM 50212V100 29,001 204,000 SH   SOLE   204,000 0 0
LYFT INC CL A COM 55087P104 245,983 3,893,371 SH   SOLE   3,703,171 0 190,200
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 9,063 156,200 SH   SOLE   156,200 0 0
MADISON SQUARE GRDN ENTERTNM CL A 55826T102 17,658 215,873 SH   SOLE   215,873 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103 1,233 6,873 SH   SOLE   6,873 0 0
MAGNITE INC COM 55955D100 12,483 300,000 SH   SOLE   300,000 0 0
MARKETAXESS HLDGS INC COM 57060D108 185,834 373,220 SH   SOLE   373,220 0 0
MARRIOTT INTL INC NEW CL A 571903202 153,160 1,034,096 SH   SOLE   1,026,646 0 7,450
MARRONE BIO INNOVATIONS INC COM 57165B106 4,048 1,936,800 SH   SOLE   1,936,800 0 0
MARSH & MCLENNAN COS INC COM 571748102 781,717 6,418,035 SH   SOLE   6,119,101 0 298,934
MASONITE INTL CORP COM 575385109 19,994 173,500 SH   SOLE   173,500 0 0
MASTERCARD INCORPORATED CL A 57636Q104 100,086 281,100 SH   SOLE   272,100 0 9,000
MATERIALISE NV SPONSORED ADS 57667T100 14,514 403,724 SH   SOLE   403,724 0 0
MATSON INC COM 57686G105 26,166 392,292 SH   SOLE   375,262 0 17,030
MATTEL INC COM 577081102 939,990 47,188,269 SH   SOLE   45,917,733 0 1,270,536
MAXAR TECHNOLOGIES INC COM 57778K105 30,801 814,400 SH   SOLE   814,400 0 0
MAXLINEAR INC COM 57776J100 155,794 4,571,432 SH   SOLE   4,203,310 0 368,122
MCDONALDS CORP COM 580135101 53,009 236,500 SH   SOLE   236,500 0 0
MEDTRONIC PLC SHS G5960L103 253,195 2,143,360 SH   SOLE   2,112,155 0 31,205
MERCK & CO. INC COM 58933Y105 90,303 1,171,400 SH   SOLE   1,171,400 0 0
MEREO BIOPHARMA GROUP PLC ADS 589492107 1,648 489,100 SH   SOLE   489,100 0 0
MGM RESORTS INTERNATIONAL COM 552953101 32,554 856,900 SH   SOLE   856,900 0 0
MICRON TECHNOLOGY INC COM 595112103 4,007,256 45,428,589 SH   SOLE   44,578,878 0 849,711
MICROSOFT CORP COM 594918104 4,578,110 19,417,694 SH   SOLE   18,621,169 0 796,525
MISSION PRODUCE INC COM 60510V108 3,572 187,887 SH   SOLE   187,887 0 0
MONGODB INC CL A 60937P106 38,216 142,900 SH   SOLE   142,900 0 0
MORGAN STANLEY COM NEW 617446448 903,623 11,635,628 SH   SOLE   11,254,575 0 381,053
NEKTAR THERAPEUTICS COM 640268108 363,307 18,165,369 SH   SOLE   18,022,212 0 143,157
NETAPP INC COM 64110D104 1,882,264 25,901,522 SH   SOLE   24,917,792 0 983,730
NETFLIX INC COM 64110L106 2,869 5,500 SH   SOLE   5,500 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100 2,240 48,800 SH   SOLE   48,800 0 0
NEWELL BRANDS INC COM 651229106 161,937 6,046,950 SH   SOLE   5,129,300 0 917,650
NLIGHT INC COM 65487K100 38,260 1,180,874 SH   SOLE   1,180,874 0 0
NMI HLDGS INC CL A 629209305 70,172 2,968,349 SH   SOLE   2,968,349 0 0
NN INC COM 629337106 35,737 5,054,691 SH   SOLE   4,855,591 0 199,100
NOKIA CORP SPONSORED ADR 654902204 6,593 1,664,883 SH   SOLE   1,664,883 0 0
NORFOLK SOUTHN CORP COM 655844108 31,820 118,500 SH   SOLE   118,500 0 0
NORTHERN TR CORP COM 665859104 417,066 3,967,897 SH   SOLE   3,852,087 0 115,810
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 74,409 2,696,970 SH   SOLE   2,638,970 0 58,000
NOVARTIS AG SPONSORED ADR 66987V109 1,756,084 20,543,800 SH   SOLE   19,931,650 0 612,150
NUANCE COMMUNICATIONS INC COM 67020Y100 261,741 5,997,734 SH   SOLE   5,112,323 0 885,411
NUTANIX INC CL A 67059N108 91,459 3,443,485 SH   SOLE   3,443,485 0 0
NUVASIVE INC COM 670704105 26,158 399,000 SH   SOLE   399,000 0 0
NVENT ELECTRIC PLC SHS G6700G107 24,781 887,900 SH   SOLE   887,900 0 0
NVIDIA CORPORATION COM 67066G104 688,930 1,290,300 SH   SOLE   1,262,065 0 28,235
OKTA INC CL A 679295105 2,469 11,200 SH   SOLE   11,200 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 61,821 257,150 SH   SOLE   257,150 0 0
OLINK HLDG AB SPONSORED ADS 680710100 7,200 200,000 SH   SOLE   183,300 0 16,700
OMNICELL COM COM 68213N109 4,329 33,337 SH   SOLE   33,337 0 0
ORACLE CORP COM 68389X105 716,509 10,211,050 SH   SOLE   9,573,450 0 637,600
ORASURE TECHNOLOGIES INC COM 68554V108 12,571 1,077,170 SH   SOLE   1,077,170 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 8,116 16,000 SH   SOLE   16,000 0 0
OSI SYSTEMS INC COM 671044105 36,792 382,850 SH   SOLE   366,350 0 16,500
OTIS WORLDWIDE CORP COM 68902V107 115,482 1,687,098 SH   SOLE   1,644,048 0 43,050
PALO ALTO NETWORKS INC COM 697435105 64,199 199,339 SH   SOLE   194,349 0 4,990
PAYPAL HLDGS INC COM 70450Y103 629,493 2,592,215 SH   SOLE   2,523,475 0 68,740
PENTAIR PLC SHS G7S00T104 44,652 716,500 SH   SOLE   716,500 0 0
PENUMBRA INC COM 70975L107 13,959 51,590 SH   SOLE   47,900 0 3,690
PERKINELMER INC COM 714046109 217,668 1,696,691 SH   SOLE   1,503,081 0 193,610
PERSPECTA INC COM 715347100 16,865 580,564 SH   SOLE   568,209 0 12,355
PHILIP MORRIS INTL INC COM 718172109 13,755 155,000 SH   SOLE   155,000 0 0
PINTEREST INC CL A 72352L106 115,546 1,560,800 SH   SOLE   1,560,800 0 0
PIONEER NAT RES CO COM 723787107 789,779 4,972,796 SH   SOLE   4,745,796 0 227,000
PLANTRONICS INC NEW COM 727493108 236,205 6,070,550 SH   SOLE   6,070,550 0 0
PLURALSIGHT INC COM CL A 72941B106 4,231 189,400 SH   SOLE   189,400 0 0
PRESTIGE CONSMR HEALTHCARE I COM 74112D101 1,384 31,400 SH   SOLE   31,400 0 0
PROGRESSIVE CORP COM 743315103 166,668 1,743,210 SH   SOLE   1,743,210 0 0
PROS HOLDINGS INC COM 74346Y103 56,081 1,319,543 SH   SOLE   1,319,543 0 0
PULMONX CORP COM 745848101 54,522 1,192,000 SH   SOLE   1,162,800 0 29,200
QUALCOMM INC COM 747525103 1,229,825 9,275,398 SH   SOLE   8,977,602 0 297,796
RAMBUS INC DEL COM 750917106 6,183 318,048 SH   SOLE   117,989 0 200,059
RAPID7 INC COM 753422104 15,422 206,700 SH   SOLE   206,700 0 0
RAYMOND JAMES FINL INC COM 754730109 670,352 5,469,585 SH   SOLE   5,234,174 0 235,411
RAYTHEON TECHNOLOGIES CORP COM 75513E101 84,785 1,097,262 SH   SOLE   1,094,562 0 2,700
RESTAURANT BRANDS INTL INC COM 76131D103 90,408 1,390,900 SH   SOLE   1,390,900 0 0
RHYTHM PHARMACEUTICALS INC COM 76243J105 127,739 6,005,593 SH   SOLE   6,005,593 0 0
RINGCENTRAL INC CL A 76680R206 55,033 184,750 SH   SOLE   184,750 0 0
ROCKWELL AUTOMATION INC COM 773903109 77,036 290,220 SH   SOLE   280,200 0 10,020
ROSS STORES INC COM 778296103 1,396,015 11,642,189 SH   SOLE   11,238,692 0 403,497
ROYAL CARIBBEAN GROUP COM V7780T103 465,379 5,436,031 SH   SOLE   5,335,009 0 101,022
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 54,993 478,200 SH   SOLE   478,200 0 0
SAFEHOLD INC COM 78645L100 911 13,000 SH   SOLE   13,000 0 0
SALESFORCE COM INC COM 79466L302 27,543 130,000 SH   SOLE   130,000 0 0
SANDERSON FARMS INC COM 800013104 11,948 76,700 SH   SOLE   66,100 0 10,600
SANOFI SPONSORED ADR 80105N105 68,878 1,392,590 SH   SOLE   1,368,750 0 23,840
SCHLUMBERGER LTD COM 806857108 3,964 145,800 SH   SOLE   145,800 0 0
SCHWAB CHARLES CORP COM 808513105 1,917,092 29,412,279 SH   SOLE   28,537,730 0 874,549
SCIENCE APPLICATIONS INTL CO COM 808625107 14,026 167,800 SH   SOLE   167,800 0 0
SEAGEN INC COM 81181C104 695,438 5,008,195 SH   SOLE   4,977,010 0 31,185
SEER INC COM CL A 81578P106 4,729 94,550 SH   SOLE   90,040 0 4,510
SERVICESOURCE INTL INC COM 81763U100 12,302 8,368,633 SH   SOLE   8,368,633 0 0
SHOCKWAVE MED INC COM 82489T104 46,501 356,987 SH   SOLE   356,987 0 0
SIO GENE THERAPIES INC COMMON 829399104 137 52,325 SH   SOLE   52,325 0 0
SKILLZ INC COM 83067L109 8,113 426,100 SH   SOLE   426,100 0 0
SNAP INC CL A 83304A106 13,261 253,600 SH   SOLE   253,600 0 0
SONY CORP SPONSORED ADR 835699307 3,049,639 28,767,469 SH   SOLE   27,599,469 0 1,168,000
SOUTHWEST AIRLS CO COM 844741108 3,601,091 58,976,270 SH   SOLE   56,787,174 0 2,189,096
SOUTHWESTERN ENERGY CO COM 845467109 49,051 10,548,550 SH   SOLE   9,853,625 0 694,925
SPIRIT AIRLS INC COM 848577102 12,572 340,700 SH   SOLE   340,700 0 0
SPLUNK INC COM 848637104 769,587 5,680,450 SH   SOLE   5,332,250 0 348,200
STRATASYS LTD SHS M85548101 117,068 4,519,999 SH   SOLE   4,519,999 0 0
STRYKER CORPORATION COM 863667101 116,529 478,400 SH   SOLE   478,400 0 0
SUN CTRY AIRLS HLDGS INC COM 866683105 2,976 86,800 SH   SOLE   83,300 0 3,500
SYSCO CORP COM 871829107 94,779 1,203,700 SH   SOLE   1,118,700 0 85,000
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 85,562 484,220 SH   SOLE   484,220 0 0
TECHNIPFMC PLC COM G87110105 4,231 548,100 SH   SOLE   548,100 0 0
TERADYNE INC COM 880770102 171,687 1,410,975 SH   SOLE   1,268,135 0 142,840
TESLA INC COM 88160R101 2,761,009 4,133,680 SH   SOLE   4,075,910 0 57,770
TEXAS INSTRS INC COM 882508104 3,890,010 20,583,153 SH   SOLE   19,792,110 0 791,043
TEXTRON INC COM 883203101 353,234 6,298,760 SH   SOLE   6,190,120 0 108,640
THERMO FISHER SCIENTIFIC INC COM 883556102 2,047,856 4,487,174 SH   SOLE   4,336,064 0 151,110
TJX COS INC NEW COM 872540109 981,563 14,838,448 SH   SOLE   14,501,700 0 336,748
T-MOBILE US INC COM 872590104 204,028 1,628,449 SH   SOLE   1,621,698 0 6,751
TRADEWEB MKTS INC CL A 892672106 78,211 1,056,905 SH   SOLE   1,017,205 0 39,700
TRANSDIGM GROUP INC COM 893641100 360,744 613,594 SH   SOLE   613,594 0 0
TRANSOCEAN LTD REG SHS H8817H100 171,986 48,446,706 SH   SOLE   45,744,910 0 2,701,796
TRIBUNE PUBG CO NEW COM 89609W107 3,571 198,500 SH   SOLE   198,500 0 0
TRIMBLE INC COM 896239100 528,090 6,788,665 SH   SOLE   6,216,995 0 571,670
TURNING POINT THERAPEUTICS I COM 90041T108 44,102 466,240 SH   SOLE   466,240 0 0
TYSON FOODS INC CL A 902494103 30,901 415,900 SH   SOLE   415,900 0 0
UBER TECHNOLOGIES INC COM 90353T100 52,779 968,250 SH   SOLE   949,150 0 19,100
ULTA BEAUTY INC COM 90384S303 23,281 75,300 SH   SOLE   75,300 0 0
UNION PAC CORP COM 907818108 708,555 3,214,712 SH   SOLE   3,197,600 0 17,112
UNITED AIRLS HLDGS INC COM 910047109 1,577,714 27,419,431 SH   SOLE   26,805,707 0 613,724
UNITED PARCEL SERVICE INC CL B 911312106 522,812 3,075,543 SH   SOLE   2,941,637 0 133,906
UNITEDHEALTH GROUP INC COM 91324P102 3,499 9,404 SH   SOLE   9,404 0 0
UNITY SOFTWARE INC COM 91332U101 71,315 710,950 SH   SOLE   710,950 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 533,741 2,254,259 SH   SOLE   2,202,159 0 52,100
US BANCORP DEL COM NEW 902973304 274,440 4,961,850 SH   SOLE   4,768,150 0 193,700
V F CORP COM 918204108 31,041 388,400 SH   SOLE   388,400 0 0
VALERO ENERGY CORP COM 91913Y100 74,672 1,042,900 SH   SOLE   786,100 0 256,800
VISA INC COM CL A 92826C839 792,742 3,744,119 SH   SOLE   3,367,780 0 376,339
VMWARE INC CL A COM 928563402 95,667 635,875 SH   SOLE   614,100 0 21,775
VONAGE HLDGS CORP COM 92886T201 8,314 703,400 SH   SOLE   703,400 0 0
WATERS CORP COM 941848103 11,650 40,998 SH   SOLE   40,998 0 0
WAVE LIFE SCIENCES LTD SHS Y95308105 26,176 4,665,950 SH   SOLE   4,555,650 0 110,300
WELLS FARGO CO NEW COM 949746101 1,942,375 49,715,260 SH   SOLE   47,226,976 0 2,488,284
WESTERN DIGITAL CORP. COM 958102105 105,965 1,587,487 SH   SOLE   1,432,167 0 155,320
WEX INC COM 96208T104 118,492 566,350 SH   SOLE   528,100 0 38,250
WHIRLPOOL CORP COM 963320106 1,230,528 5,584,425 SH   SOLE   5,285,995 0 298,430
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 10,748 387,300 SH   SOLE   387,300 0 0
XENCOR INC COM 98401F105 228,766 5,312,722 SH   SOLE   5,312,722 0 0
XPENG INC ADS 98422D105 158,073 4,329,590 SH   SOLE   3,990,620 0 338,970
XPO LOGISTICS INC COM 983793100 34,684 281,300 SH   SOLE   281,300 0 0
ZENTALIS PHARMACEUTICALS INC COM 98943L107 57,944 1,335,430 SH   SOLE   1,287,330 0 48,100
ZIMMER BIOMET HOLDINGS INC COM 98956P102 561,530 3,507,810 SH   SOLE   3,215,070 0 292,740
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 1,213 3,775 SH   SOLE   3,775 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 15,603 319,089 SH   SOLE   319,089 0 0